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Title: Insurance Personal Lines Private Client Account Executive, Family Office
Location: Charlotte, NC (REMOTE)
Salary: $120,000k - $145,000k + excellent benefits
Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.
If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
- Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
- Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
- Ability to communicate client’s risk salutation and binding instructions to carriers.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
- Serves as main point of contact for the client.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms, and conditions for prospective clients.
- Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
- Assists with the strategic design of insurance plans for clients with little to no supervision.
- Strategically assists in the remarketing of renewals to ensure a high level of account retention.
- Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
- Determines and communicates various options for billing and invoicing.
Education and Qualifications:
- MUST have 8+ years of Private Client and/or Family Office experience!
- Must currently hold an active Property & Casualty License
- Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
- Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa
Company Description
Members 1st Insurance Services provides personalized insurance solutions backed by exceptional customer care. Dedicated to meeting individual and family needs, the organization prioritizes building trustworthy relationships. Members 1st continually seeks motivated individuals to join its growing team and collaborate in supporting its mission of delivering superior insurance services. Located in Enola, PA, the organization fosters a forward-thinking environment and provides opportunities for professional growth.
- Sell Auto, Home, Renters, Umbrella (and other personal lines as applicable)
- Work inbound and outbound leads provided by Members 1st Insurance Services
- Conduct full needs-based conversations, gather underwriting details, and present quotes
- Cross-sell and round out households (bundle opportunities, limits, deductibles, coverage reviews)
- Follow up quickly and consistently to close business and improve quote-to-bind
- Document activity accurately in the CRM/agency management system and stay compliant
- Deliver a high-touch, member-first customer experience from quote to bind (and beyond)
- Active PA Property & Casualty license (or ability to obtain immediately)
- 1+ years of personal lines sales experience preferred (inside sales a plus)
- Strong phone presence, consultative selling skills, and comfort handling volume
- Coachable, accountable, and motivated by goals/commission
- Organized follow-up habits and attention to detail
- W-2 position
- Base salary + commission (with clear performance upside)
- All leads provided (no cold prospecting required)
- Benefits package
- Paid Time Off (PTO)
- Training, scripts, and a proven sales process designed to help you win
- We’re building a modern, process-driven insurance agency focused on delivering real value and a great experience for our members. You’ll have the support, tools, and pipeline to focus on what you do best - selling and helping people protect what matters.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.
Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.
What you'll do:
Independently applies actuarial methodologies to complete structured projects (e.g.)
Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).
Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques.
Proactively resolves technical issues and identifies appropriate issues for escalation.
Assists others with troubleshooting issues.
Creates instructions and training materials for actuarial tools and processes.
Mentors new team members.
Apply business acumen to provide actionable insights that help solve business problems.
Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of actuarial or analytical business experience.
3 Casualty Actuarial Society (CAS) exams.
Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.
What sets you apart:
Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).
Demonstrated experience with basic actuarial pricing methodologies.
Demonstrated experience aggregating and analyzing data to solve problems.
Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
P&C Personal Lines pricing experience.
Familiarity and experience with industry pricing software such as Earnix.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $77,120 - $138,810.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.
Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.
What you'll do:
Independently applies actuarial methodologies to complete structured projects (e.g.)
Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).
Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques.
Proactively resolves technical issues and identifies appropriate issues for escalation.
Assists others with troubleshooting issues.
Creates instructions and training materials for actuarial tools and processes.
Mentors new team members.
Apply business acumen to provide actionable insights that help solve business problems.
Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of actuarial or analytical business experience.
3 Casualty Actuarial Society (CAS) exams.
Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.
What sets you apart:
Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).
Demonstrated experience with basic actuarial pricing methodologies.
Demonstrated experience aggregating and analyzing data to solve problems.
Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
P&C Personal Lines pricing experience.
Familiarity and experience with industry pricing software such as Earnix.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $77,120 - $138,810.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.
Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.
What you'll do:
Independently applies actuarial methodologies to complete structured projects (e.g.)
Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).
Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques.
Proactively resolves technical issues and identifies appropriate issues for escalation.
Assists others with troubleshooting issues.
Creates instructions and training materials for actuarial tools and processes.
Mentors new team members.
Apply business acumen to provide actionable insights that help solve business problems.
Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of actuarial or analytical business experience.
3 Casualty Actuarial Society (CAS) exams.
Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.
What sets you apart:
Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).
Demonstrated experience with basic actuarial pricing methodologies.
Demonstrated experience aggregating and analyzing data to solve problems.
Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
P&C Personal Lines pricing experience.
Familiarity and experience with industry pricing software such as Earnix.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $77,120 - $138,810.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.
Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.
What you'll do:
Independently applies actuarial methodologies to complete structured projects (e.g.)
Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).
Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques.
Proactively resolves technical issues and identifies appropriate issues for escalation.
Assists others with troubleshooting issues.
Creates instructions and training materials for actuarial tools and processes.
Mentors new team members.
Apply business acumen to provide actionable insights that help solve business problems.
Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of actuarial or analytical business experience.
3 Casualty Actuarial Society (CAS) exams.
Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.
What sets you apart:
Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).
Demonstrated experience with basic actuarial pricing methodologies.
Demonstrated experience aggregating and analyzing data to solve problems.
Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
P&C Personal Lines pricing experience.
Familiarity and experience with industry pricing software such as Earnix.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $77,120 - $138,810.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We're building safety-enhancing technology for aviation that will save lives. Automated aviation systems will enable a future where air transportation is safer, more convenient and fundamentally transformative to the way goods - and eventually people - move around the planet. We are a team of mission-driven engineers with experience across aerospace, robotics and self-driving cars working to make this future a reality.
Reliable Airlines is a cargo feeder operator, operating for a major cargo carrier since June 2022 in Albuquerque, New Mexico. Our world-class leadership team holds extensive strategic and operational experience in the air cargo industry. We are building a high performance team and hiring at all levels within the organization.
You will be part of a broader organization that is seeking to enable a future where air transportation is safer, more convenient and fundamentally transformative to the way goods - and eventually people - move around the planet. We are a team of mission-driven engineers and operators with experience across aerospace, robotics and self-driving cars working to make this future a reality.
As a Caravan Captain at Reliable Airlines, you will be part of the airline's team and report directly to the Chief Pilot. Your role will be critical in maintaining operational integrity and execution of cargo feeder operations within an exciting new air carrier seeking to efficiently move cargo and establish the future of remote operations.
Responsibilities
In your role as Part 135 Line Pilot, you will operate with the highest regard for safety, compliance, and customer service. Your role will be critical in ensuring each flight is conducted in full compliance of all applicable FAA regulations, aircraft limitations, and company procedures. As the Pilot in Command, you will be responsible to monitor the loading of cargo and ensure a comprehensive preflight and weight & balance is accomplished before each flight.
Basic Success Criteria
Proficient single pilot IFR skills
Strong communication skills
Ability to work in an ever-changing safety oriented environment
Applicants are subject to FAA/DOT drug and alcohol testing program
Applicants must possess the legal right to work in the United States of America
Part 135 Requirements
FAA First or Second Class Medical
Must meet the FAR Part 135.243(c) IFR requirements:
Commercial pilot certificate - Single-Engine Land
Instrument rating
1,200 hours total time
500 hours cross country
100 hours night
75 hours actual or simulated instrument time (50 hours in actual flight)
Preferred Criteria
Airline Transport Pilot (ATP) rating
Impeccable safety record
Cessna C208 Caravan experience
1,000 hours PIC
Previous experience operating under 14 CFR 135
Reliable Airlines is taking off and we need YOUR help. Get in early and help us shape the future! This is an exciting and rewarding opportunity to contribute to defining a new paradigm of the future of aviation.
This position is based in Albuquerque, NM. Must be willing to travel up to 75% of the time
This position requires access to information that is subject to U.S. export controls. An offer of employment will be contingent upon the applicant's capacity to perform in compliance with U.S. export control laws.
All applicants are asked to provide documentation that legally establishes status as a U.S. person or non-U.S. person (and nationalities in the case of a non-U.S. person). Where the applicant is not a U.S. person, meaning not a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident, (iii) refugee under 8 U.S.C. * 1157, or (iv) asylee under 8 U.S.C. * 1158, or not otherwise permitted to access the export-controlled technology without U.S. government authorization, the Company reserves the right not to apply for an export license for such applicants whose access to export-controlled technology or software source code requires authorization and may decline to proceed with the application process and any offer of employment on that basis.
At Reliable Robotics, our goal is to be a diverse and inclusive workforce. As an Equal Opportunity Employer, we do not discriminate on the basis of race, religion, color, creed, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity, gender expression, sexual orientation, age, non-disqualifying physical or mental disability or medical conditions, national origin, military or veteran status, genetic information, marital status, or any other basis covered by applicable law. All employment and promotion is decided on the basis of qualifications, merit, and business need.
If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to
Compensation Range: $75K - $100K
Apply for this JobOneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.
OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
OneGroup's company culture sets us apart from the rest. Our core values, what we call "The OneGroup Way" consists of the following:
Knowledge Development- Professional growth but also understanding the company, workflow processes and the right people to get the job done. Adopting a growth mindset in everything we do.
Big Picture- How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.
Acknowledgement- Recognize others contributions, appreciate what others do and their strengths.
Transparency- An environment that encourages open communication and feedback.
Bigger Purpose - How do we become more than just an insurance company to our clients? We seek to enhance our client's businesses, support their mission and understand their challenges.
Responsibilities
OneGroup Risk Management and Insurance seeks Commercial Property & Casualty Insurance Sales Professionals in multiple areas.
ADVANTAGES OF JOINING THE ONEGROUP TEAM
- A commission-based compensation plan that provides great earning potential
- Benefit Plan: Pension, Health, Life & Disability Insurance, 401(k), and more.
- Substantial in-house experts and resources usually found only in much larger organizations: risk management consulting, claims management, loss control, HR consulting, contractual risk transfer analysis, and much more.
- Full-time support team that provides marketing materials, promotion, proposal assistance, etc.
- A dedication to technology, innovation and strategic thinking.
- Resources, markets, and institutional knowledge to allow success in writing middle-market and larger accounts.
- The possibility for "Lift Out" opportunities for established producers to keep an already established book of business.
WE SEEK A CANDIDATE WHO
- Has 3-5 years of experience in insurance brokerage, carrier, or related business to business sales including calling on senior executives and a track record of financial success
- Can identify new opportunities in mid-sized and large, complex accounts
- Utilizes a consultative, positive and resourceful approach to dealing with prospect, clients and employees
- Has developed excellent listening skills with strong customer focus
- Has high-level organization and follow-up skills
- Believes in integrity and building success by developing relationships with others
- Has superior written, verbal communication and presentation skills
- Is a self-starter willing to invest time and energy to learn the technical aspects of our business
KEY JOB RESPONSIBILITIES
- Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
- Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)
- Work with business clients and prospects to understand their needs and develop consultative business solutions.
- Develop and execute a business plan based on established sales objectives.
- Reviews existing policy coverages and makes recommendations based on strategic understanding of client objectives.
- Work as liaison with client service team to accommodate client needs, retain and grow business.
- Commitment to continual learning and development of sales and technical expertise.
- Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
Qualifications
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Bachelor's degree, preferred
- Property/Casualty License Required
- If licensed, maintain Agent/Broker License through continuing education
- 3-5 years of proven successful sales or related experience, required
- Insurance sales experience, preferred
- Proven ability to achieve established sales quotas
- Excellent interpersonal and communication skills
- Experience using contact management software
- Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
- Ability to use menu-driven software
- Ability to work independently
- Assertive, self-starter
- Ability to influence others
- Good Organizational skills with the ability to manage multiple tasks efficiently
- Must possess a valid drivers license and clean motor vehicle record
- All applicants must be 18 years of age or older
Other Job Information
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $66,000.00/Yr.
Maximum
USD $108,804.00/Yr.
Customer Service Representative
Our client is a retail Agency servicing the state of Mississippi. They have built their business by making solid commitments to their business relationships with their producers, their companies and their service providers, to provide superior service and knowledge at all times. This position helps them to uphold that commitment to their customers in a family friendly work environment. Full benefit package including company paid Employee Life and Health Insurance and 401k.
Responsibilities:
Commercial insurance customer service skills including:
- AMS 360 Management System Preferred
- Answering Inquiries
- Issuing payments
- Quoting and issuing policies and endorsements
- Exceptional phone skills
- Brokering ancillary lines of business
- Manage relationships between carriers and agents
Experience / Educational Requirements
- Minimum of 4 years of customer service experience
- Good interpersonal skills
- Excel experience required
- Ability to work as part of team
- P&C license is required
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a division of Marsh McLennan Agency (MMA).
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Build and maintain key client and carrier relationships by phone, email, and in person.
- Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
- Lead the client service team in service activities related to administration, billing, claims issues, and problem solving.
- Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
- Continually seek cross-sell opportunities and suggest new lines of coverage.
- Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
- Lead the marketing of accounts of smaller, less complex accounts.
- Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
- Manage the implementation process; prepare and deliver all applicable forms to client.
- Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
- Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
- Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
- Mentor team members.
- Other duties and responsibilities as requested by management.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's degree or equivalent education and related training.
- 1-2 years of relevant insurance industry experience.
- Appropriate insurance license(s).
- Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
- Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale.
- Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite.
- Ability to travel, occasionally overnight.
Preferred Qualifications:
- Advanced degree.
- Certification in field of endeavor.
- Experience with Requests for Proposal.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid Work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: information on careers visit: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
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Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $47,800 to $89,100.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.